Last results 11 Aug 2026Next reporting 3 Nov 2026
Super Micro Computer, Inc.
I · AI Analysis
The brief
Super Micro Computer builds specialized computer hardware for data centers and AI systems, including liquid-cooled and air-cooled AI servers with integrated GPUs, blade servers, storage systems, and networking devices [Yahoo Finance]. The company serves enterprise data centers, cloud computing providers, and artificial intelligence infrastructure through distributors, resellers, and system integrators [Yahoo Finance].
Super Micro Computer designs and manufactures servers and storage systems for data centers, artificial intelligence, and cloud computing markets [Yahoo Finance]. The company reported strong revenue growth of 93% year-over-year to $39.1B through June 2026, with management projecting revenue to reach $65-72B by fiscal 2027 [TheStreet]. Recent developments include a patent lawsuit over DDR5 memory technology that could restrict U.S. sales of certain products [Simply Wall St.].
The company is financially healthy with explosive revenue growth, though free cash flow is deeply negative and profitability lags revenue expansion.
Sentinellis health
Financially healthy
8.1/10
7.5+ strong · 4.5–7.5 moderate · under 4.5 weak
Profitability
Returns on capital
Growth & momentum
Balance sheet
Cash generation
Value creation
Sentinellis calculation from the published statements — not a score reported by any data source. Each category is scored on the checks that had data; missing inputs are excluded rather than counted as failures.
Market capitalisation
$25.8B
Revenue (TTM)
$39.1B
Explainers
How we read these numbers
Plain-English guides · no account needed
ROIC vs WACC Explained: How to Tell If a Company Actually Creates Value
What ROIC and WACC are, how to compute both, and why the spread between them is the single most important number in fundamental investing.
ReadPiotroski F-Score Explained: A 9-Point Financial Health Check (with a Live Apple Example)
What the Piotroski F-Score is, how to calculate all 9 criteria, and how to read the result. Plain English, with a real Apple walkthrough.
ReadAltman Z-Score Explained: Predicting Bankruptcy in 5 Minutes (with Real Examples)
What the Altman Z-Score is, the exact formula, how to read the result, and which version to use for manufacturers vs tech vs private companies.
ReadII · Recent news
What moved
4 stories · ranked by relevance
- Company2026-08-15
Super Micro Computer (SMCI) Hit With DDR5 Patent Cases At ITC And Federal Court
Simply Wall St.
- Company2026-08-15
Super Micro Computer (SMCI) Stock Gets Fair Value Boost After Analysts Lift Targets
Simply Wall St.
- Company2026-08-15
A $72 billion forecast just raised the stakes for the AI trade
TheStreet
- Company2026-08-15
AMD, Intel and NVIDIA All Rally as Super Micro’s Blowout Numbers Reignite the AI Trade
Insider Monkey
Premium · Free with any account
Free cash flow is deeply negative at $6.8B despite strong revenue growth, meaning the company is burning cash to fund operations and growth [Yahoo Finance]
Risks
5
Opportunities
5
Red flags
2
Leadership
10
11 more findings in the full report — free with any account.
Unlock the full Super Micro Computer, Inc. analysis
Create a free account to access the complete AI-generated report with inline citations.
- 5 risks, 5 opportunities and 2 red flags — each with its source
- 100+ financial metrics with charts and benchmarks
- Full news summaries with source links
- Executive team and compensation details
- PDF export for offline use
III · Related
You might also read
Same sector · Technology — or comparable health
Want this for your watchlist?